Print, save, send docs from any application to TaxDome

There are two ways to get a document from your tax software—such as ProSeries, Lacerte, Drake, Prosystems FX, or ProConnect—to TaxDome without using your browser: save directly to a client folder via TaxDome Drive, or print to TaxDome using the built-in virtual printer.

Save docs directly to the client folder

The most direct way to get a document from your tax software or scanning software to TaxDome is to save it to the client folder in TaxDome Drive .

TaxDome Drive works like any other disk on your computer, except it is connected directly to TaxDome and does not take up space on your PC. Each client has their own folder, and you can place files there like any other folder on your computer.

Upload docs from any application using the virtual printer

After installing the Windows app, the TaxDome Printer is available as a printer on your computer. You can print to TaxDome from any Windows application:

1. Open a document in any application (Microsoft Word, Excel, Adobe Acrobat, tax software, etc.).

2. Click Print or press Ctrl+P.

3. Select TaxDome as your printer.

4. Click Print.

5. In the print window, choose the client account and folder.

6. Add a description or link to a job if needed.

7. Click Upload.

Note

For UltraTax SaaS environments, contact your Thomson Reuters account manager to install the TaxDome app in your environment before using the virtual printer.

For example, to send documents from ProSeries to TaxDome:

1. Go to the File menu and select Print Options.

2. In the Print Center window, select Printer, PDF, and DMS Setup inside Global Print Options, click Change, then select the TaxDome printer.

3. Click OK.

Then, to print prepared documents:

1. Open the document, go to the File menu, then select Print.

2. In the Print This Client section, make sure the Printer checkbox is selected.

3. Click Print.

Tip

If a document from ProSeries splits into two parts when printing, save it locally as a PDF first, then upload it to the TaxDome app from your local computer.

Print documents as images

Desktop app includes a Print documents as images option in Settings for handling documents that lose formatting when printed normally. When enabled, the app converts printed documents into image-based PDFs, preserving exactly how they appear on screen. This is useful for documents from tax software that look misaligned or incorrectly formatted in standard PDF output.

Tip

Leave this option off for normal printing. Only enable it when you encounter specific formatting issues with particular documents or applications.

To enable this option:

1. Click Settings on the app’s screen.

2. Toggle on Print documents as images.

Trade-offs of this setting:

• Larger file sizes
• Text is not selectable or searchable
• Form fields become non-editable
• Image-based rather than text-based PDF

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